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Fidelity Nasdaq Composite Index ETF

296 hedge funds and large institutions have $1.24B invested in Fidelity Nasdaq Composite Index ETF in 2024 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 101 increasing their positions, 77 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

177% more call options, than puts

Call options by funds: $97K | Put options by funds: $35K

48% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 29

31% more repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 77

27% more funds holding in top 10

Funds holding in top 10: 1114 (+3)

16% more capital invested

Capital invested by funds: $1.06B → $1.24B (+$175M)

3% more funds holding

Funds holding: 286296 (+10)

0.98% more ownership

Funds ownership: 17.51%18.49% (+0.98%)

Holders
296
Holders Change
+10
Holders Change %
+3.5%
% of All Funds
4.27%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.2%
New
43
Increased
101
Reduced
77
Closed
29
Calls
$97K
Puts
$35K
Net Calls
+$62K
Net Calls Change
-$203K
Name Holding Trade Value Shares
Change
Change in
Stake
SWA
126
Strategies Wealth Advisors
Michigan
$812K
PA
127
Procyon Advisors
Connecticut
$794K +$88.9K +1,358 +14%
IA
128
IFP Advisors
Florida
$789K -$104K -1,588 -12%
PSF
129
Pacific Sun Financial
California
$759K -$3.27K -50 -0.5%
Citadel Advisors
130
Citadel Advisors
Florida
$755K +$707K +10,792 New
PCMU
131
Paragon Capital Management (Utah)
Utah
$754K -$2.82K -43 -0.4%
EFG
132
Ethos Financial Group
Pennsylvania
$746K -$58.2K -889 -8%
HFA
133
Hershey Financial Advisers
Pennsylvania
$729K +$683K +10,430 New
GWP
134
Gateway Wealth Partners
Wisconsin
$711K +$42.3K +646 +7%
Vontobel Holding
135
Vontobel Holding
Switzerland
$703K +$658K +10,050 New
WAAG
136
Wealth Alliance Advisory Group
Kansas
$701K
MG
137
Mather Group
Illinois
$701K +$38K +581 +6%
KIA
138
KCM Investment Advisors
California
$697K +$653K +9,967 New
OCM
139
One Capital Management
California
$693K
NEWAS
140
N.E.W. Advisory Services
Wisconsin
$689K -$127K -1,945 -16%
SW
141
SteelPeak Wealth
California
$663K +$36.1K +552 +6%
TCM
142
Tradewinds Capital Management
Washington
$646K +$93.8K +1,433 +18%
IWN
143
Independent Wealth Network
Iowa
$640K +$600K +9,155 New
SIC
144
Samalin Investment Counsel
New York
$634K +$4K +61 +0.7%
SPIA
145
Steward Partners Investment Advisory
New York
$621K +$506K +7,722 +666%
CTA
146
Colonial Trust Advisors
South Carolina
$612K +$393 +6 +0.1%
PA
147
Parallel Advisors
California
$591K -$9.82K -150 -2%
MCM
148
MAI Capital Management
Ohio
$588K +$50.6K +773 +10%
TFS
149
Thoroughbred Financial Services
Tennessee
$586K +$83.8K +1,279 +18%
GWM
150
Greenhouse Wealth Management
Connecticut
$569K

ONEQ Hedge Fund Activity: Q2 2024 in Review

296 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Fidelity Nasdaq Composite Index ETF (ONEQ) for Q2 2024, worth a combined $1.24B — up 16% from $1.06B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new ONEQ positions and 29 closed out — a net gain of 14 holders — while 101 added to existing stakes and 77 trimmed.

The largest buyer was Gunn & Company Investment Management, adding an estimated $21M. The largest seller was Fisher Asset Management, cutting an estimated $6.76M.

  • 296 institutional investors held Fidelity Nasdaq Composite Index ETF (ONEQ) as of Q2 2024, up from 286 in Q1 2024.
  • Funds reported $1.24B of Fidelity Nasdaq Composite Index ETF stock for Q2 2024, up 16% quarter-over-quarter.
  • 43 funds opened new Fidelity Nasdaq Composite Index ETF positions in Q2 2024 and 29 closed out, a net change of +14 holders.
  • The largest Fidelity Nasdaq Composite Index ETF buyer in Q2 2024 was Gunn & Company Investment Management, an estimated $21M added.
  • The largest Fidelity Nasdaq Composite Index ETF seller in Q2 2024 was Fisher Asset Management, an estimated $6.76M sold.

Based on aggregated 13F filings for Q2 2024.